Brett Blair, AIF® 

Brett Blair is a financial advisor with a strong analytical foundation and a passion for guiding clients through the financial transitions of retirement. A Rockwall native, Brett graduated from Rockwall High School and went on to study Mechanical Engineering at Texas A&M University. After spending four years in the engineering field, he made a career shift to join his father, Greg Blair, in the family’s financial advisory business.

 With a natural aptitude for numbers and problem-solving, Brett brings precision and clarity to his work in retirement income planning and wealth management. He primarily works with individuals in their 60s who are preparing for or entering retirement, helping them build strategies that align with their long-term goals and provide confidence in their financial future.

Brett values personal relationships and believes financial advice should be tailored, transparent, and built on trust. His wife, Nicole, plays an integral role in the practice as his client relationship manager, ensuring every client feels supported and informed. Together, they’re excited to be growing both their family and their business, as they prepare to welcome their first child. 

Website link: www.blairfinancialadvisors.com